Sound View Wealth Advisors Group’s Capital Group Dividend Value ETF CGDV Stock Holding History

Sound View Wealth Advisors Group’s Portfolio CGDV Stock Details CGDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$284K	Sell	5,769 -55	-0.9%	-$2.59K	0.02%	369
2026 Q1	$248K	Buy	5,824 +55	+1%	+$2.44K	0.02%	373
2025 Q4	$252K	Hold	5,769	–	–	0.02%	374
2025 Q3	$242K	Buy	5,769 +568	+11%	+$23.3K	0.02%	389
2025 Q2	$205K	Buy	+5,201	New	+$189K	0.02%	408

Other funds holding CGDV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sound View Wealth Advisors Group's CGDV Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Capital Group Dividend Value ETF (CGDV) stake by 0.94% in Q2 2026, selling an estimated $2.59K and leaving 5,769 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #369.

Sound View Wealth Advisors Group first reported a position in CGDV in Q2 2025 and has held it in 5 quarters since. 777 funds tracked by Wall St. Rank hold CGDV as of Q2 2026.

Sound View Wealth Advisors Group held 5,769 shares of Capital Group Dividend Value ETF worth $284K as of Q2 2026.
Sound View Wealth Advisors Group sold 55 Capital Group Dividend Value ETF shares in Q2 2026, an estimated $2.59K.
Capital Group Dividend Value ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #369 holding.
Sound View Wealth Advisors Group first reported a position in Capital Group Dividend Value ETF in Q2 2025 and has held it in 5 quarters since.
777 funds tracked by Wall St. Rank held Capital Group Dividend Value ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.